Goldstein Advisors’s Victory Portfolios II VictoryShares Core Intermediate Bond ETF UITB Stock Holding History

Goldstein Advisors’s Portfolio UITB Stock Details UITB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$359K	Sell	7,660 -250	-3%	-$11.7K	0.03%	169
2026 Q1	$372K	Sell	7,910 -42	-0.5%	-$1.99K	0.04%	127
2025 Q4	$377K	Buy	7,952 +10	+0.1%	+$476	0.04%	121
2025 Q3	$377K	Sell	7,942 -84	-1%	-$3.96K	0.05%	118
2025 Q2	$378K	Sell	8,026 -1,527	-16%	-$71K	0.05%	110
2025 Q1	$448K	Buy	9,553 +234	+3%	+$10.8K	0.07%	100
2024 Q4	$428K	Sell	9,319 -345	-4%	-$16.1K	0.06%	101
2024 Q3	$463K	Sell	9,664 -2,388	-20%	-$113K	0.07%	93
2024 Q2	$555K	Sell	12,052 -12,301	-51%	-$564K	0.09%	76
2024 Q1	$1.13M	Sell	24,353 -563,712	-96%	-$26.1M	0.19%	43
2023 Q4	$27.6M	Sell	588,065 -89,158	-13%	-$4.01M	4.65%	3
2023 Q3	$30.2M	Buy	677,223 +40,860	+6%	+$1.86M	6.3%	3
2023 Q2	$29.3M	Buy	636,363 +189,053	+42%	+$8.78M	6.14%	3
2023 Q1	$20.9M	Buy	447,310 +10,173	+2%	+$471K	4.59%	3
2022 Q4	$19.9M	Buy	+437,137	New	+$19.8M	4.81%	4

Other funds holding UITB

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BWL

Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CWM

Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

ACG

Allen Capital Group Grand Island, Nebraska $1.23B AUM 19.04% 1-Year Est. Return

Goldstein Advisors's UITB Position: Q2 2026 in Review

Goldstein Advisors reduced its Victory Portfolios II VictoryShares Core Intermediate Bond ETF (UITB) stake by 3.2% in Q2 2026, selling an estimated $11.7K and leaving 7,660 shares worth $359K. The position accounts for 0.03% of the portfolio, ranked #169.

Goldstein Advisors first reported a position in UITB in Q4 2022 and has held it in 15 quarters since. The position peaked at $30.2M in Q3 2023. 142 funds tracked by Wall St. Rank hold UITB as of Q2 2026.

Goldstein Advisors held 7,660 shares of Victory Portfolios II VictoryShares Core Intermediate Bond ETF worth $359K as of Q2 2026.
Goldstein Advisors sold 250 Victory Portfolios II VictoryShares Core Intermediate Bond ETF shares in Q2 2026, an estimated $11.7K.
Victory Portfolios II VictoryShares Core Intermediate Bond ETF made up 0.03% of Goldstein Advisors's portfolio in Q2 2026, its #169 holding.
Goldstein Advisors first reported a position in Victory Portfolios II VictoryShares Core Intermediate Bond ETF in Q4 2022 and has held it in 15 quarters since.
Goldstein Advisors's Victory Portfolios II VictoryShares Core Intermediate Bond ETF position peaked at $30.2M in Q3 2023.
142 funds tracked by Wall St. Rank held Victory Portfolios II VictoryShares Core Intermediate Bond ETF as of Q2 2026.

Based on Goldstein Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.